Manhattan Associates
MANH
266 hedge funds and large institutions have $3.5B invested in Manhattan Associates in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 128 reducing their positions, and 36 closing their positions.
66% more call options, than puts
Call options by funds: $2.24M | Put options by funds: $1.35M
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more capital invested
Capital invested by funds: $3.26B → $3.5B (+$232M)
2% less funds holding
Funds holding: 272 → 266 (-6)
3.31% less ownership
Funds ownership: 114.68% → 111.37% (-3.3%)
17% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 36
52% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 128
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brown Capital Management
Baltimore,
Maryland
|
+$30.9M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$13.6M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$7.93M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$7.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$66.3M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$35.1M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$22.3M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$11.4M |
| 5 |
O
OppenheimerFunds
New York
|
-$10.6M |
MANH Hedge Fund Activity: Q2 2018 in Review
266 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Manhattan Associates (MANH) for Q2 2018, worth a combined $3.5B — up 7.1% from $3.26B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of MANH and 30 opened new positions — a net loss of 6 holders — while 128 trimmed existing stakes and 62 added.
The largest buyer was Brown Capital Management, adding an estimated $30.9M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $66.3M.
- 266 institutional investors held Manhattan Associates (MANH) as of Q2 2018, down from 272 in Q1 2018.
- Funds reported $3.5B of Manhattan Associates stock for Q2 2018, up 7.1% quarter-over-quarter.
- 30 funds opened new Manhattan Associates positions in Q2 2018 and 36 closed out, a net change of -6 holders.
- The largest Manhattan Associates buyer in Q2 2018 was Brown Capital Management, an estimated $30.9M added.
- The largest Manhattan Associates seller in Q2 2018 was Kayne Anderson Rudnick Investment Management, an estimated $66.3M sold.
Based on aggregated 13F filings for Q2 2018.